HubSpot (NYSE:HUBS) Upgraded at FBN Securities

Key Points

• FBN Securities upgraded HubSpot to a “hold” rating, aligning with the broader analyst consensus of “Hold.” The consensus target price is $270.61, with 15 Buy, 17 Hold, and 2 Sell ratings.
• HubSpot reported quarterly adjusted earnings of $3.26 per share, beating expectations of $3.02, while revenue rose 19.8% year over year to $911.74 million, above analyst estimates.
• Shares opened at $226.60, up 4.0%, but the stock carries a high valuation with a P/E ratio of about 80. Recent insider activity was mixed, including significant sales over the past three months and one director purchase.

HubSpot (NYSE:HUBS - Get Free Report) was upgraded by equities research analysts at FBN Securities to a "hold" rating in a research report issued on Wednesday, Zacks reports.

Several other brokerages have also recently issued reports on HUBS. Capital One Financial set a $206.00 price target on shares of HubSpot and gave the company an "equal weight" rating in a research report on Thursday, August 6th. Oppenheimer lowered shares of HubSpot from an "outperform" rating to a "market perform" rating in a report on Thursday, August 6th. Wells Fargo & Company cut HubSpot from an "overweight" rating to a "neutral" rating in a research report on Thursday, August 6th. Stifel Nicolaus upped their target price on HubSpot from $200.00 to $225.00 and gave the stock a "hold" rating in a report on Friday, September 11th. Finally, BMO Capital Markets increased their target price on HubSpot from $215.00 to $250.00 and gave the stock a "market perform" rating in a research report on Monday. Fifteen investment analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $270.61.

HubSpot Stock Up 4.0%

Shares of HubSpot stock opened at $226.60 on Wednesday. The company has a market cap of $11.30 billion, a PE ratio of 80.07, a P/E/G ratio of 2.28 and a beta of 1.18. The business has a 50 day moving average of $232.15 and a 200 day moving average of $222.34. HubSpot has a 52 week low of $169.63 and a 52 week high of $525.47.

HubSpot (NYSE:HUBS - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, beating the consensus estimate of $3.02 by $0.24. The business had revenue of $911.74 million for the quarter, compared to analysts' expectations of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The firm's revenue for the quarter was up 19.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.19 earnings per share. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. On average, research analysts anticipate that HubSpot will post 4.56 earnings per share for the current year.

Insiders Place Their Bets

In other news, insider Erika Fisher sold 702 shares of the firm's stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total transaction of $165,124.44. Following the completion of the transaction, the insider directly owned 14,581 shares in the company, valued at $3,429,742.82. This trade represents a 4.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Gerald Dischler purchased 925 shares of the company's stock in a transaction that occurred on Monday, August 10th. The stock was purchased at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the purchase, the director owned 1,940 shares in the company, valued at $418,904.20. This represents a 91.13% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have sold 26,202 shares of company stock valued at $5,998,079. 3.70% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Cary Street Partners Investment Advisory LLC bought a new stake in shares of HubSpot during the fourth quarter valued at approximately $33,000. Reflection Asset Management bought a new position in HubSpot in the 4th quarter valued at approximately $37,000. Global Retirement Partners LLC bought a new position in HubSpot in the 2nd quarter valued at approximately $38,000. CX Institutional boosted its stake in HubSpot by 4,785.7% during the 2nd quarter. CX Institutional now owns 342 shares of the software maker's stock valued at $62,000 after purchasing an additional 335 shares during the last quarter. Finally, Oslo Pensjonsforsikring AS purchased a new stake in HubSpot during the 1st quarter valued at $74,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Analysts reportedly lifted their price targets for HubSpot, suggesting improved confidence in the company’s growth outlook following its strong quarterly performance. HubSpot stock steadies as analysts lift targets
• Positive Sentiment: Coverage of HubSpot’s strong quarterly figures indicates that the stock has held near recent levels, with results that beat analyst expectations helping support investor sentiment. HubSpot stock holds near USD 218 after strong quarterly figures
• Positive Sentiment: HubSpot will co-present new research with Mole Street at Money20/20 USA, increasing industry visibility and highlighting efforts to address stalled growth in financial-services firms. The event is more strategically positive than an immediate financial catalyst. Mole Street to Co-Present with HubSpot at Money20/20 USA
• Neutral Sentiment: FBN initiated coverage with a “sector perform” rating, signaling a balanced view rather than a strong bullish call. FBN starts coverage on HubSpot with sector perform rating
• Neutral Sentiment: Several articles discuss HubSpot integrations, automation, CRM comparisons and upcoming UNBOUND 2026 announcements. These may reinforce product engagement but provide limited evidence of near-term revenue or earnings impact. Automating HubSpot Company Association Orange Marketing UNBOUND 2026 briefing CRM service comparison
• Negative Sentiment: Recent coverage of a prior 5.81% decline underscores volatility and the risk that HubSpot’s elevated valuation—its P/E is about 80—could amplify reactions to weaker guidance, analyst caution or profit-taking. HubSpot stock heads into the open after a 5.81 percent drop

HubSpot Company Profile

HubSpot, Inc develops cloud-based customer relationship management (CRM) and marketing software for businesses. Its platform is designed to help organizations attract prospects, manage customer interactions, close sales and provide ongoing service through an integrated set of tools.

The company's products include Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub and Commerce Hub. These offerings support marketing automation, sales engagement, customer support, content management, data integration, payments and other commercial activities.

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